Pulling SEC filings + quote and writing the call…

DuPont de Nemours, Inc.
Next earnings Aug 3, 2026 · consensus $0.61 EPS, $1.86B rev
Last earnings +8.4% on 2026-05-05
A DuPont mid-breakup — clean balance sheet and dividend, but a transformation-driven loss and an 8.2x sales tag say own it, don't chase it.
Price / Sales 8.2 · market cap / FY2025 revenue
DD is not the company its trailing numbers describe. The FY2025 10-K confirms a wholesale reshaping: the Electronics Business was spun off as Qnity on Nov 1 2025, the ~$1.2B Aramids sale to Arclin/TJC was set to close around Q1 2026, and these follow the earlier M&M and Delrin divestitures. That is why reported revenue collapsed from ~$13.0B (FY2022) to ~$6.6–6.85B (FY2023–25) and why FY2025 swung to a -$779M net loss (diluted EPS -$1.86) despite revenue actually ticking up +1.9% — the loss reflects discontinued-operations accounting and separation costs, not a core-business implosion. The accumulated deficit of -$24.3B is a legacy artifact of the DowDuPont split history, not fresh cash burn.
The balance sheet of the remaining DuPont (Healthcare & Water Technologies + Diversified Industrials) is sound: $13.9B equity against $7.47B total liabilities (0.54x liabilities/equity), current assets $5.58B vs current liabilities $2.31B, and zero current debt maturity. MD&A cites $1.7B net working capital and management's view that operating cash flow plus debt-market access cover liquidity needs. The company still generated $560M operating cash flow and funded a $597M dividend in FY2025. This is a financially stable, deleveraging industrial — not a distressed name.
AI-generated analysis, produced by our proprietary engine from SEC filing data.
Investment recommendation produced by TENK/calls (tenkcalls.com), Luxembourg. Completed Jun 25, 2026, 7:41 AM ET. Ratings & methodology: definitions · All recommendations to date: track record · Conflicts: disclosures. Not investment advice.
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $12.6B | $13.0B | $6.61B | $6.72B | $6.85B |
| Gross profit | — | — | — | — | — |
| Operating income | — | — | — | — | — |
| Net income | $6.47B | $5.87B | $423M | $703M | -$779M |
| Diluted EPS | $11.89 | $11.75 | $0.94 | $1.68 | -$1.86 |
| Net margin | 51.5% | 45.1% | 6.4% | 10.5% | -11.4% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Charter/bylaw amendments modified shareholder rights (post-spin cleanup)
Annual meeting vote results + Reg FD disclosure
Q1 2026 10-Q: first full quarter as standalone post-Qnity DuPont
Q1 2026 10-Q: first full quarter as standalone post-Qnity DuPont
Officer/director leadership change announced
Annual proxy: board slate, exec comp, say-on-pay vote
Other-events update, likely Aramids divestiture closing (~$1.2B)
Reg FD disclosure (investor presentation/update)
FY2025: net loss $779M; completed Qnity electronics spinoff
Sources: SEC EDGAR (CIK 0001666700, latest 10-Q filed 2026-05-05) · EODHD · Proprietary analysis · as of 6/25/2026, 11:41:37 AM.
Research and education only — not financial advice. TENKis not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities TENK rates; see Disclosures. Past performance does not guarantee future results. Do your own research.
Last 90 days: 0 open-market buys · 1 sale
| 2026-06-02 | Koch Lori CEO | Sell | 260.98 @ $48.82 | $12.7K |
| 2026-05-31 | Koch Lori CEO | Tax | 4.67K @ $48.03 | $224K |
| 2026-05-31 | Franzen Antonella B SVP & CFO | Tax | 1.56K @ $48.03 | $74.8K |
| 2026-05-29 | Macpherson Donald G Director | Award | 671.21 @ $48.42 | $32.5K |
| 2026-05-29 | Lowery Frederick M. Director | Award | 800.29 @ $48.42 | $38.7K |
| 2026-05-29 | CUTLER ALEXANDER M Director | Award | 1.03K @ $48.42 | $50.0K |
| 2026-05-21 | Macpherson Donald G Director | Award | 4.03K | |
| 2026-05-21 | BREEN EDWARD D Director | Award | 4.03K | |
| 2026-05-21 | McMaken Kurt B Director | Award | 4.03K |
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
1 buy · 1 member · last 180d
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.